

Wise Financial LLC Information
Contact top employees from
Wise Financial LLC
Summary
Wise Financial LLC has been in the industry for 9 years. The company currently specializes in the Financial Services area. Its headquarters is located at US. The estimated number of employees - 58. To connect with Wise Financial LLC employee register on SignalHire.
Organization Website | wisefinancial.net |
Phone Number | (518) 584-5052 |
Industries | |
Headquarters Location | 1050 Crown Pointe Pkwy, Atlanta, Georgia, 30338 US |
Employees Size | 100-200 employees |
Specialties | Financial Planning, Wealth Management, Insurance Planning, Estate and Trust Planning, Tax-Reduction Strategies, Investments, Employer Sponsored Plans, Small Business Planning, Financial Advising |
Founded | 2017 |
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Total number all of employee turnover
Length of Employment
Employee tenure at Wise Financial LLC shows a diverse range of experience levels:
10% have been with the company for less than 1 year30% for 1–2 years20% for 3–4 years30% for 5–7 years10% for 8–10 yearsEx-employees positions
In Company
In New Company
Contact top employees from
Wise Financial LLC
Daries Allani
Vice President Marketing
Adam Roberts
Financial Advisor
Jeffrey Eckert
Co-Founder/Partner
Patricia Haynes
Executive Director
Hanover Dill
Financial Representative
Nathan Brown
Insurance Broker and Business solutions consultant
Christopher Marino
Co-Founder & Partner at Wise Financial
Justin Hoagland
Financial Professional
Mitesh Joshi
Financial Representative
Frank Stevens
Financial Representative
Frank Giufre
Business Development
Matthew Schloeman
Financial Representative
Ethan Snyder
Financial Advisor
Gordon Eger
Financial Representative
Kyle Agresta
Partner
Patrick Farier
Financial Professional
Connor Curtis
Financial Representative
Ernesto Santana
Financial Representative
Jake Rider
Financial Representative
David Bibo
Insurance Agent
Terrin Oliver
Financial Representative
Jacob Dafeldecker
Independent Financial Representative
Hayden Fontana
Financial Strategist
Robert Gwinn
Financial Representative
Jacey Milligan
Financial Representative
Krishnaa Sachdeva
Financial Representative
Similar Companies
FAQ
Wise Financial LLC operates in the Finance industries. More details can be found on the official website: wisefinancial.net.
The headquarters of Wise Financial LLC are located in Atlanta, United States.
You can contact Wise Financial LLC by phone at (518) 584-5052.
Wise Financial LLC currently employs 100-200 people.
Data Privacy
GDPR COMPLIANT
SignalHire complies with the General Data Protection Regulation (GDPR). SignalHire follows GDPR requirements, including but not limited to rights of data subjects to access, correct, or delete their personal information and supports the right to be forgotten.
CCPA COMPLIANT
SignalHire is CCPA-compliant and provides California residents the right to know, access, opt out, and request deletion of their personal data.




